“I’d like you to work exclusively for me and I’m prepared to pay you fairly for that. What do you think? Are we on the same page?” This conversation, representative of many that followed, formed the basis that led to the launch of Grossbötzl, Schmitz & Partner in 1986. Right from the outset, the partners prided themselves on their extensive experience when it comes to taking care of an individual’s wealth as well as institutional investors. While the idea of specialising in the traditional securities business with a fee-based model, with no conflict of interests, was a purposeful step away from the more common commission based business model of many banks, this actually became the hallmark of Grossbötzl, Schmitz & Partner. The only way to guarantee that assets are looked after objectively and wisely is to eliminate any conflicting interests that arise from the requirements and personal expectations of the asset holder.

 

 

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